# Visionquest Financial Planning LLC

> Visionquest Financial Planning LLC is a state-registered investment advisory firm in Troy, MI, registered since 2002, with no regulatory assets under management reported in its Form ADV filing dated January 4, 2026.

- CRD: 123402
- Filed as: VISIONQUEST FINANCIAL PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Troy, MI
- Filing period: October 2026
- Form ADV filing dated: January 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/123402
- AdvisorCensus page: https://advisorcensus.com/firm/visionquest-financial-planning-llc-troy-mi-123402

## Quick answers

**How is Visionquest Financial Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Visionquest Financial Planning LLC reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Visionquest Financial Planning LLC located?**
Visionquest Financial Planning LLC's principal office is in Troy, MI, according to its Form ADV.

**Is Visionquest Financial Planning LLC registered with the SEC or a state?**
Visionquest Financial Planning LLC is a state-registered investment advisory firm, registered since 2002. Status as filed: APPROVED. CRD 123402.

**What types of clients does Visionquest Financial Planning LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (100).

**Does Visionquest Financial Planning LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/123402

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 100 | Not reported |
| High net worth individuals | Fewer than 5 | Not reported |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2002 (23 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- visionquestfinancial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Visionquest Financial Planning LLC (CRD 123402): Form ADV filing data as of October 2026.